AIM

Anchor Investment Management Portfolio holdings

AUM $1.14B
1-Year Est. Return 15.58%
This Quarter Est. Return
1 Year Est. Return
+15.58%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$656M
AUM Growth
+$101M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,019
New
Increased
Reduced
Closed

Top Buys

1
+$4.56M
2
+$4.43M
3
+$1.68M
4
ADM icon
Archer Daniels Midland
ADM
+$1.48M
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$1.46M

Top Sells

1
+$3.61M
2
+$2.57M
3
+$2.56M
4
DLTR icon
Dollar Tree
DLTR
+$577K
5
INTC icon
Intel
INTC
+$472K

Sector Composition

1 Technology 14.27%
2 Healthcare 12.51%
3 Financials 10.81%
4 Industrials 9.49%
5 Communication Services 7.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$381K 0.06%
1,548
+561
252
$381K 0.06%
12,525
+900
253
$371K 0.06%
1,513
254
$365K 0.06%
3,975
-2,390
255
$363K 0.06%
1,413
-27
256
$360K 0.05%
5,071
257
$359K 0.05%
+1,455
258
$359K 0.05%
3,635
+3,510
259
$356K 0.05%
1,562
260
$354K 0.05%
21,984
261
$354K 0.05%
770
+690
262
$354K 0.05%
8,963
+2,042
263
$352K 0.05%
4,725
+325
264
$349K 0.05%
18,918
+16,502
265
$344K 0.05%
5,380
-172
266
$342K 0.05%
3,095
267
$342K 0.05%
847
+762
268
$340K 0.05%
2,309
269
$339K 0.05%
4,720
+1,545
270
$333K 0.05%
3,519
271
$333K 0.05%
6,376
+1,925
272
$332K 0.05%
7,421
273
$330K 0.05%
43,030
-200
274
$329K 0.05%
1,517
+325
275
$324K 0.05%
2,315
+2,170
9 10
11
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